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How Zapier works
Zapier makes it easy to integrate Charles Universe with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Feeds Message Created" from Charles Universe.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Charles Universe and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Limit
- Offset
Try ItTriggerInstant- WhatsApp ID / Phone NumberRequired
- Message TemplateRequired
- Language
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
- Search Field
- Limit
- Offset
- Channel Participation
Try ItTriggerInstant- Search Field
- Limit
- Offset
- Channel Participation
ActionSearch- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
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